Mackenzie Investments Charitable Foundation
Public foundationFoundations·1600 - 180 QUEEN ST W · TORONTO, ON · M5V 3K1·BN 868400425RR0001·website ↗
Last reported: F2024 filing · period ending 2024-12-31
Disbursed to charities T1
100%
of spending, to other registered charities
Operating overhead T1
100%
typical range 5–35%
Reserves T1
—
not in this filing
Revenue T1
$1.0M
not reviewed by an analyst (Charity Intelligence)
— means the filing doesn't include the lines needed; details and sources below.·How to read these figures
This is a foundation: it mostly grants money to other charities, so program-spending ratios are the wrong lens. We show the share of spending disbursed to qualified donees instead.
This charity filed the simplified return, so some figures can't be computed. Fewer numbers, never invented ones.
Common questions
How do I donate to Mackenzie Investments Charitable Foundation?
You can search for it on CanadaHelps or give directly through its own website. Charity Compass never handles your money — we only link out to where you can give.
Is Mackenzie Investments Charitable Foundation a registered charity?
Per CRA records, it filed a F2024 T3010 return under charity number 868400425RR0001. Registration status can change, so check the CRA charities listing for its current status. Only a currently registered charity can issue an official donation receipt.
Where is Mackenzie Investments Charitable Foundation located?
Per its F2024 T3010, its address on file is 1600 - 180 QUEEN ST W, TORONTO, ON, M5V 3K1. Source.
What does Mackenzie Investments Charitable Foundation do?
In its own words, from its F2024 T3010 filing: "THE FOUNDATION SUPPORTS CHARITIES WITH A FOCUS ON: SOCIAL WELL-BEING AND WELFARE IN CANADA PARTICULARLY FOR THE BENEFIT OF UNDERPRIVILEGED CHALLENGED AND SICK CHILDREN YOUTH AND YOUNG ADULTS WITH A SPECIAL FOCUS ON CHILDREN AND YOUTH AT HIGH RISK. THE FOUNDATION CAREFULLY REVIEWS THE FOLLOWING FACTORS WHEN…" Full program description.
How much does Mackenzie Investments Charitable Foundation disburse to other charities?T1
Per its F2024 T3010, 100% of its spending went to other registered charities (self-reported, not independently verified). Full figures.
How big is Mackenzie Investments Charitable Foundation?T1
Its last-reported revenue was $1.0M (F2024).
What it does — in its own words
Ongoing programs
THE FOUNDATION SUPPORTS CHARITIES WITH A FOCUS ON: SOCIAL WELL-BEING AND WELFARE IN CANADA PARTICULARLY FOR THE BENEFIT OF UNDERPRIVILEGED CHALLENGED AND SICK CHILDREN YOUTH AND YOUNG ADULTS WITH A SPECIAL FOCUS ON CHILDREN AND YOUTH AT HIGH RISK. THE FOUNDATION CAREFULLY REVIEWS THE FOLLOWING FACTORS WHEN MAKING ITS GRANTING DECISIONS: 1. THE OBJECTIVE OF THE CHARITY. THE FOUNDATION FOCUSES ITS GRANT PRIMARILY ON SOCIAL SERVICE ORGANIZATIONS WITH A FOCUS ON CHILDREN AND YOUTH ESPECIALLY THOSE AT RISK. 2. THE SIZE OF THE CHARITY. THE FOUNDATION FOCUSES PRIMARILY ON SMALL-TO-MEDIUM S… Show more
THE FOUNDATION SUPPORTS CHARITIES WITH A FOCUS ON: SOCIAL WELL-BEING AND WELFARE IN CANADA PARTICULARLY FOR THE BENEFIT OF UNDERPRIVILEGED CHALLENGED AND SICK CHILDREN YOUTH AND YOUNG ADULTS WITH A SPECIAL FOCUS ON CHILDREN AND YOUTH AT HIGH RISK. THE FOUNDATION CAREFULLY REVIEWS THE FOLLOWING FACTORS WHEN MAKING ITS GRANTING DECISIONS: 1. THE OBJECTIVE OF THE CHARITY. THE FOUNDATION FOCUSES ITS GRANT PRIMARILY ON SOCIAL SERVICE ORGANIZATIONS WITH A FOCUS ON CHILDREN AND YOUTH ESPECIALLY THOSE AT RISK. 2. THE SIZE OF THE CHARITY. THE FOUNDATION FOCUSES PRIMARILY ON SMALL-TO-MEDIUM SIZED CHARITIES. 3. THE FUNDING SOURCES OF THE CHARITY. THE FOUNDATION TENDS TO SUPPORT ORGANIZATIONS WHICH RECEIVE THE MAJORITY OF THEIR FUNDING FROM PRIVATE SOURCES (I.E. INDIVIDUAL DONORS FOUNDATIONS CORPORATIONS). 4. GEOGRAPHICAL FOCUS OF THE CHARITY. THE FOUNDATION TENDS TO SUPPORT ORGANIZATIONS WHICH FOCUS THEIR CHARITABLE ACTIVITIES PRIMARILY IN CANADA. 5. THE INDIVIDUALS OR ENTITIES THAT RECEIVE SUPPORT FROM THE CHARITY. THE FOUNDATION SUPPORTS ONLY THOSE ORGANIZATIONS THAT ARE INCLUSIVE IN NATURE AND DOES NOT SUPPORT ORGANIZATIONS THAT EXCLUDE ON THE BASIS OF RACE GENDER NATIONALITY OR SEXUAL ORIENTATION. 6. THE ABILITY OF THE CHARITY TO PROVIDE VOLUNTEER OPPORTUNITIES FOR MACKENZIE EMPLOYEES.
Program descriptions from its F2024 T3010 filing, verbatim · self-reported · this is also the text our semantic search matches against. source ↗
Tier 1 — what we computed (open data)
From the charity's own F2024 T3010 filing. Self-reported; not independently verified. You can recompute every figure. New to these terms? Read what cents to the cause, overhead and reserves mean.
Disbursed to qualified donees
T1 · computed (open data)100%
Per its F2024 T3010, this share of total spending went to other registered charities.
T3010 line 5050 ÷ 5100 · Self-reported on the T3010; not independently verified. source ↗
100%
Management, administration, and fundraising as a share of total spending. We treat 5–35% as the typical range; we state the figure, you judge.
T3010 line (5010 + 5020) ÷ 4950 · Self-reported on the T3010; not independently verified. source ↗ · what this means
—
Not reported in this filing: the return leaves out the lines this figure needs, so we show nothing rather than an estimate.
T3010 line (4100 + 4140) ÷ 5000 · Self-reported on the T3010; not independently verified. source ↗ · what this means
Total revenue
T1 · computed (open data)$1.0M
Last-reported total revenue.
T3010 line 4700 · Self-reported on the T3010; not independently verified. source ↗
Donor-funded
T1 · computed (open data)82%
Share of revenue from receipted donations.
T3010 line 4500 ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗
0%
Share of revenue from federal, provincial, and municipal sources.
T3010 line 4570 (or 4540+4550+4560) ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗ · what this means
Where the money comes from
Shares of last-reported revenue, per its F2024 T3010. Self-reported; not independently verified.
Receipted donationsT1
82%
T3010 4500 ÷ 4700
GovernmentT1
0%
T3010 4570 (or 4540+4550+4560) ÷ 4700
Other revenueT1
18%
T3010 remainder ÷ 4700
Self-reported on the T3010; not independently verified. source ↗
Over the years
Every figure as filed at each fiscal period end, 2019–2024.
| Period end | Revenue | Overhead | Reserves |
|---|---|---|---|
| 2019-12-31 | $780K | 100% | — |
| 2020-12-31 | $743K | 100% | — |
| 2021-12-31 | $966K | 100% | — |
| 2022-12-31 | $1.0M | 100% | — |
| 2023-12-31 | $904K | 100% | — |
| 2024-12-31 | $1.0M | 100% | — |
| trend |
Swipe sideways to see every column.
Program-spending share is left out: a foundation's lens is what it disburses, which the annual releases don't break out by year. From its T3010 filings (CRA annual releases) · self-reported, not audited by us · when a period is restated in a later release, the newest figures are shown · ✱ = cents-to-cause outside the valid 0–100% range (filing error; not used in rankings). source ↗
★ Tier 2 — Charity Intelligence (analyst-reviewed)
Not rated by Charity Intelligence. Their analysts cover 819 of Canada's 83,761 charities; absence of a rating says nothing about this charity. Our computed figures above stand on their own.
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Figures per each charity's F2024 T3010 · self-reported, not audited by us · ✱= that filing's expense lines don't reconcile · open a profile for sources and caveats.
Board of directors
12 directors reported · 12 of 12at arm's length
- BARSKY, JOANNA JBDIRECTOR & SECRETARYarm's length
- SMITH, MELANIE MSDIRECTORarm's length
- COYLE, CHRISTINE CCDIRECTORarm's length
- FACCHINELLI, HERMAN HFDIRECTOR & TREASURERarm's length
- MCKINNEY, ANDREW AMDIRECTORarm's length
- HALLETT, ANDREA AHDIRECTOR & PRESIDENTarm's length
- IOZZO, JENNIFER JIDIRECTORarm's length
- LASER, JACKIE JLDIRECTORarm's length
- ROYNON, JENNIFER JRDIRECTORarm's length
- ANDERSON, HEATHER HADIRECTORarm's length
- VANDERTORN, ASHLEY AVDIRECTORarm's length
- ALDRIDGE, WILLIAM WADIRECTORarm's length
From its F2024T3010 filing (public CRA record), as filed. “Arm's length” means not related to other officials by family or business ties. source ↗
Right of reply
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Verify everything: full public record on CharityData.ca ↗ · CRA charities listing ↗